Note: Stop payments on paper checks expire after 6 months from the date of issuance.
See Cashier's Check Stop Payment and Money Order Stop Payment for applicable procedures.
The client must authorize the expiration on the stop payment form by initialing the expiration statement on the form.
To stop payment on a single check, do the following:
- Tell the client that if the check amount or payee/originator is not exactly correct, the bank is not liable for the stop payment on this item.
- In Xperience > Customer & Account Inquiry.
- Search for the account.
- Click History.
- From the item drop-down menu, choose Checks.
- View the listing.
- If the check has not posted, you can stop payment on it.
- Navigate to the Xperience > Products tab.
- Click SilverLake > SilverLake. The SilverLake menu displays.
- Click the Streamline Platform folder > Recall existing accounts from core.
- On the Inquiry/Website Selection screen click OK. The StreamLine Account Recall Selection screen displays.
- From the Application drop-down menu, choose the application type.
- In the Account Number field, enter the account number.
- In the Platform Type field, select or enter the platform type *MO.
- Click OK until the Optional Record Items pane appears.
- Select Stop Pay/Holds.
- Click Ok 3 times.
- Enter values for the following fields:
- Verify Check Has Not Been Paid
- Date Placed
- Request Received
- Time Accepted
- AM or PM
- Remarks (Reason)
- Payee or ACH Originator
- Stop Type - Single or Future
- Click Next Records.
- Enter values for the following fields:
- Line 100 Expiration Date - 6 months from the date of issuance - If Lost Leave Blank
- Line 120 Date of Check or ACH Debit - If Lost Leave Blank
- Line 140 Amount of Check or ACH Debit - If Lost Leave Blank
- Line 150 Check Number - Low (Money Order number)
- Line 155 Check Number - High (Money Order Number)
- Click OK 2 times.
- The Optional Records pane displays. Note: the optional record item Stop Pay/Holds now has an asterisk next to it, indicating that one or more items has a stop payment action current.
- If you want to create the stop payment record, then click Yes > OK.
- To complete the Stop Payment click on the appropriate accordion.
Retail
- Under StreamLine Form print Selection Items, in the Printer field, select or enter your office StreamLine printer.
- Click OK. The stop payment prints to the Streamline printer.
- Check that the stop payment shows on the client’s account under Stops/Holds.
- If the stop payment is not showing on the account, it did not upload.
- Recall the account in account maintenance and upload the stop payment.
- Complete the Stop Payment Request form.
Note: For clients requesting a stop payment by phone, associates MUST do the following:
- Indicate "per client phone request" in the signature field of the Stop Payment Form
- Mail a copy of the Stop Payment form to the client
- Scan the original Stop Payment form with your daily work following current document imaging procedures.
CSC - In Office
- Ensure that your streamline printer name is selected (should be your desktop printer, or you may select the group printer named B2021P01SL).
- Change the number of copies to print to 1.
- Click OK.
- Check for the printed Stop Payment form on the printer.
- Apply the scan sticker to the top left corner of the form.
- Stamp with the GLBA Verified stamp on the line shown below.
CSC - Remote
- Click View Documents, instead of selecting the print option.
- Using the client's last name and the date you are completing the stop payment, save the PDF (for example: Brooks 093021)
- Note: It is advisable to have a PDF folder on your desktop to collect these.
- In StreamLine, click Continue Without Printing.
- Email the Correspondence team following the example below.
